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Tax Time

Posted: Thu Apr 28, 2022 1:00pm
7 replies120 views6 members subscribed
Thenomads

Posts: 65

13 helpful points

Location: Punta Prima

Joined: 31 Jan 2018

Hi All.

How do you get a Fiscal Bank Statement from a UK bank for the Spanish Tax Man.

Thanks

DavenJules

Posted: Sat Apr 30, 2022 4:19pm

DavenJules

Helpful member

Posts: 328

179 helpful points

Location: Monóvar

Joined: 1 Dec 2019

Posted: Sat Apr 30, 2022 4:19pm

Thenomads wrote on Thu Apr 28, 2022 1:00pm:

Hi All.

How do you get a Fiscal Bank Statement from a UK bank for the Spanish Tax Man.

Thanks

Hi - I'm not even sure you need to, but others will confirm.

This year is our first resident tax year and we were not asked for such. The Spanish bank account, yes and that is a pretty skinny declaration along the lines of what is the average balance etc.

I have read that the Spanish authorities would like to know what assets you have, but in themselves, they are not taxed.

If you have income in the UK, say from a house rental, then that is subject to tax here.

You may need some proper help in terms of a consultant. 

Good luck ;-)

John123456

Posted: Sat Apr 30, 2022 5:45pm

John123456

Super helpful member

Posts: 1466

1068 helpful points

Location: Benidorm

Joined: 27 Feb 2021

Posted: Sat Apr 30, 2022 5:45pm

I am with Sabadell Bank and they automatically place and end of year tax report in your online banking app.

dinnerout

Posted: Sun May 1, 2022 12:03pm

dinnerout

Legendary helpful member

Posts: 2192

2447 helpful points

Location: Beniarbeig

Joined: 18 Sep 2015

Posted: Sun May 1, 2022 12:03pm

John123456 wrote on Sat Apr 30, 2022 5:45pm:

I am with Sabadell Bank and they automatically place and end of year tax report in your online banking app.

Yes, me too. If the Tributaria want it they can go in and get it!

However, I registered for tax as a permanent resident in 2017 and wasn't asked for the statement referred to. Maybe it's a new thing or maybe a post Brexit thing or maybe it's not actually required. Have the Tributaria asked you directly for this TheNomads?

I pay a Gestor 65€ to complete and file my annual return and I regard that as excellent value for peace of mind and minimum hassle. 

Steve

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DavenJules

Posted: Sun May 1, 2022 12:53pm

DavenJules

Helpful member

Posts: 328

179 helpful points

Location: Monóvar

Joined: 1 Dec 2019

Posted: Sun May 1, 2022 12:53pm

dinnerout wrote on Sun May 1, 2022 12:03pm:

Yes, me too. If the Tributaria want it they can go in and get it!

However, I registered for tax as a permanent resident in 2017 and wasn't asked for the statement referred to. Maybe it's a new thing or maybe a post Brexit thing or maybe it's not actually required. Have the Tributaria asked you directly for this TheNomads?...

...

I pay a Gestor 65€ to complete and file my annual return and I regard that as excellent value for peace of mind and minimum hassle. 

Steve

That is pretty good value Steve, especially for peace of mind and filing.

dinnerout

Posted: Sun May 1, 2022 1:22pm

dinnerout

Legendary helpful member

Posts: 2192

2447 helpful points

Location: Beniarbeig

Joined: 18 Sep 2015

Posted: Sun May 1, 2022 1:22pm

DavenJules wrote on Sun May 1, 2022 12:53pm:

That is pretty good value Steve, especially for peace of mind and filing.

I think it's only 65€ because I use them for other things Gestoria wise, and have used their Abogado too. I'm sure I could file it myself as my Spanish is reasonable but it's the peace of mind that all the right boxes are filled in and filled in correctly.

Cheers, Steve

Adele

Posted: Mon May 2, 2022 6:47am

Posts: 79

32 helpful points

Location: Algorfa

Joined: 20 Aug 2018

Posted: Mon May 2, 2022 6:47am

John123456 wrote on Sat Apr 30, 2022 5:45pm:

I am with Sabadell Bank and they automatically place and end of year tax report in your online banking app.

Hello John.  Where will I find this on my sabadell online app please? Thanks

John123456

Posted: Mon May 2, 2022 9:37am

John123456

Super helpful member

Posts: 1466

1068 helpful points

Location: Benidorm

Joined: 27 Feb 2021

Posted: Mon May 2, 2022 9:37am

Adele wrote on Mon May 2, 2022 6:47am:

Hello John.  Where will I find this on my sabadell online app please? Thanks

I'm out and about at the moment and will get back to you later.

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